Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $54,242 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $301 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,412 | $63,314+25.4% | $91,004-12.7% | $62,293+27.5% |
| Participation rate | 79.1% | 73.3%+5.8pp | 75.6%+3.5pp | 69.5%+9.6pp |
| Annual return | 18.09% | 21.00%-2.9pp | 4.60%+13.5pp | 28.90%-10.8pp |
| Employer contribution / active EE | $5,001 | $1,807+176.7% | $2,456+103.6% | $2,042+144.9% |
| Participant deferral / active EE | $8,271 | $2,944+181.0% | $3,548+133.1% | $3,169+161.0% |
| Admin fee / account holder | $257 | $468-45.0% | $5,417-95.2% | $479-46.3% |